Learn more about CRM in Bitrix24

CRM

Change client name format in CRM

You can easily change the client name format to the one you need both for leads and contacts in your Bitrix24 CRM.

1 min

CRM

Reporting period in CRM Analytics

The reporting period allows you to track the elements that the employees have been working with and do much more.

1 min

The regular clients report shows how many clients have purchased from you within the selected reporting period.

CRM

Regular clients report in CRM Analytics

The regular clients report shows how many clients have purchased from you within the selected reporting period.

1 min

Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.

CRM

Sales plan in CRM Analytics

Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.

1 min

CRM

Update products by importing CSV files

You can now update your product database quickly and easily by importing an already updated CSV file.

1 min

CRM

Import and export CRM settings

You can now create CRM presets and deploy them in other Bitrix24 accounts.

1 min

CRM

Change history in Bitrix24 CRM

You can now view in detail all changes made within your CRM entity.

1 min

CRM

Deal merge

The deal merge option helps you keep your CRM system clean and organized.

1 min

CRM

Sales trends in Bitrix24

Sales trends report shows the number and the percentage of won and lost deals within the selected reporting period, as well as how the number of won deals has changed comparing to the previous reporting period.

1 min

CRM

Sales tunnels

Sales Tunnels help you easily control and connect separate sales funnels with each other.

1 min

CRM

Free. Unlimited. Online.